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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/PNR

PNR

PNR 13F Holders & Ownership Data (728 Funds)

Pentair plc

-$2.1B

Net Activity

Data as of: 2026-03-31

Institutions Holding

728

Popularity Rank

#707

Avg Weight

0.08%

Total Value

$13.4B

Ownership Trend

728 institutions currently hold PNR, with 298 net buyers and 407 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

407

Net Buying Institutions

298

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$1.3B
PT
Price T Rowe Associates INC /md/
$980.1M
VC
Vanguard Capital Management LLC
$925.1M
SS
State Street CORP
$762.7M
VP
Vanguard Portfolio Management LLC
$663.8M

Top 5 by Conviction

CE
Clean Energy Transition LLP
3.21%
GC
Gates Capital Management, Inc.
2.15%
IA
Impax Asset Management Group plc
1.04%
SA
Scopus Asset Management, L.p.
0.83%
KA
Kayne Anderson Rudnick Investment Management LLC
0.39%
View all 728 holding institutions

Across its top 20 institutional holders, PNR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 20/100).

Quarterly Activity

Recent Activity

+$5.9B

Total Buy Value

$8.4B

Total Sell Value

New buy68
Trim290
Add230
Sold out117

298

Net Buyers

407

Net Sellers

Game Theory Scenarios

Bearish— Distribution Signal

Institutional and insider selling align, bearish outlook

Signal Basis

Latest 13F data shows institutional net selling of ~$2.14B with more sellers (406) than buyers (298); insiders recorded two sell transactions totaling ~$1.37M with no buys in the past 90 days.

Confirmation

Continued institutional divestment and broader insider selling in the next quarter would reinforce the bearish view.

Invalidation Risk

A shift to institutional accumulation or insider buying could invalidate this bearish signal.

The scenarios above are AI-generated directly from institutional holders' Form 13F filings on SEC EDGAR and describe historical patterns only. Not investment advice — see the underlying institutional filings linked below.

See the institutional 13F filings behind this signal

Smart Money Convergence

PNR does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/PNR

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-24

12-Month Buy/Sell Activity

Feb 25
Dec 25
BuySell
ActionInsiderTitleDateValue
SellRolchigo Philip M.EVP & Chief Technology Officer2026-02-25$670K
SellSpeetzen Michael TDirector2026-02-11$700K
SellGLENN T MICHAELDirector2025-12-01$684K
SellRobert P FishmanInterim EVP and CFO2025-11-14$34K
SellRobert P FishmanInterim EVP and CFO2025-11-14$151K
SellRobert P FishmanInterim EVP and CFO2025-11-14$157K
SellRobert P FishmanInterim EVP and CFO2025-11-14$45K
SellRobert P FishmanInterim EVP and CFO2025-11-14$204K
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-14
2026-07-14

Pentair plc (PNR) issued a press release on July 14, 2026, announcing preliminary earnings for the second quarter of 2026. The release presents non-GAAP financial measures such as adjusted operating income, adjusted diluted EPS, and EBITDA, with reconciliations to GAAP. The filing also includes a disclosure under Item 5.02, which typically involves changes in directors or officers or their compensation, but the excerpt does not provide specific details.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

G7S00T104, 00BLS09M3, G7500T104, H6169Q108

FAQ

Who are the top institutional investors holding Pentair plc (PNR)?
Major stakeholders currently include BlackRock, Inc. ($1.3B), Price T Rowe Associates INC /md/ ($980.1M), Vanguard Capital Management LLC ($925.1M). Based on the latest 13F filings, there are a total of 728 tracked investment funds and institutions maintaining positions in PNR.
What is the overall institutional sentiment toward PNR recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $2.1B, driven by 298 managers accumulating shares while 407 reduced their exposure.
Which institutions have been selling or reducing their PNR positions?
In the latest period, 290 funds trimmed their holdings, and 117 managers completely exited their positions. The aggregate reported sell value was $8.4B.
Are there any notable investors adding PNR to their portfolios?
Yes, buying activity remains notable. 68 institutions opened new positions in {ticker}, and 230 existing holders added to their shares. The total reported buy value for the quarter amounted to $5.9B.

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Developer Access

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CLI

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